ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares Morningstar U.S. Equity ETF
US ˙ ARCA ˙ US4642871275

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2026-05-05 13F Crestwood Advisors Group LLC 42.290 -0,92 3.800 -5,69
2026-05-04 13F Mml Investors Services, Llc 21.813 -7,19 1.960 -11,63
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 28.139 -0,53 2.529 -5,28
2026-05-06 13F Assetmark, Inc 89 -96,13 8 -96,76
2026-05-01 13F Brightwater Advisory LLC 4.502 -22,79 405 -26,55
2026-05-12 13F Creative Planning 8.078 -0,43 726 -5,23
2026-05-07 13F Tidemark, LLC 547 -10,03 49 -14,04
2026-05-14 13F Capital Analysts, Inc. 441 -9,63 0
2026-05-15 13F Mercer Global Advisors Inc /adv 63.337 -0,53 5.691 -5,29
2026-04-15 13F Optivise Advisory Services LLC 2.966 -0,03 267 -5,00
2026-04-15 13F Seacrest Wealth Management, Llc 8.755 -1,68 787 -7,53
2026-05-13 13F Wealth Management Associates, Inc. 12.234 -2,56 1.099 -7,18
2026-02-17 13F Silvercrest Asset Management Group Llc 0 -100,00 0
2026-05-08 13F Russell Investments Group, Ltd. 360 -91,88 32 -92,34
2026-05-14 13F Raymond James Financial Inc 38.607 -64,92 3.469 -66,60
2026-05-08 13F Pnc Financial Services Group, Inc. 4.127 -5,75 371 -10,41
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 28.645 -0,67 2.593 -4,70
2026-05-11 13F Brand Asset Management Group, Inc. 39.160 -1,98 3.519 -6,68
2026-05-15 13F Integrated Wealth Concepts LLC 2.693 -12,79 242 -16,84
2026-04-14 13F Focus Financial Network, Inc. 4.535 -8,33 408 -12,66
2026-04-30 13F Opus Capital Group, LLC 2.728 -16,11 0
2026-04-16 13F Security National Bank 1.052 -9,15 95 -13,76
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-02-13 13F Change Path, LLC 0 -100,00 0
2026-05-15 13F Morgan Stanley 490.382 -10,43 44.066 -14,72
2026-02-03 13F Vantage Financial Partners, LLC 6.734 -4,62 636 -2,61
2026-05-14 13F Gladstone Institutional Advisory LLC 83.274 -1,93 7.483 -6,63
2026-02-12 13F CIBC Private Wealth Group, LLC 480 -50,00 45 -48,86
2026-01-29 13F Comerica Bank 8.268 -0,72 780 1,43
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-22 13F Coston, McIsaac & Partners 597 -3,24 0
2026-05-07 13F Greykasell Wealth Strategies, Inc. 10.371 -2,16 932 -6,90
2026-05-15 13F Asset Management Group, Inc. 5.032 -35,97 452 -39,00
2026-04-13 13F Creative Financial Designs Inc /adv 74 -9,76 7 -14,29
2026-05-14 13F Baird Financial Group, Inc. 6.313 -0,06 567 -4,87
2026-05-11 13F Wells Fargo & Company/mn 83.037 -1,58 7.462 -6,29
2026-05-13 13F NewEdge Wealth, LLC 7.215 -0,17 648 -4,99
2026-05-15 13F Goldman Sachs Group Inc 29.389 -36,25 2.641 -39,31
2026-04-16 13F Rockland Trust Co 9.526 -1,58 856 -6,24
2026-05-08 13F Steward Partners Investment Advisory, Llc 3.508 -7,02 315 -11,52
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-17 13F Signal Advisors Wealth, LLC 3.733 -0,72 335 -5,37
2026-05-08 13F Resources Investment Advisors, LLC. 8.844 -43,78 795 -46,50
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 2.285 -1,17 205 -5,96
2026-05-15 13F Equitable Holdings, Inc. 381.156 -0,56 35.974 -0,56
2026-05-04 13F Savant Capital, LLC 5.657 -12,78 508 -16,99
2026-04-21 13F Keystone Financial Services, LLC 11.071 -0,26 995 -5,06
2026-04-13 13F Richard P Slaughter Associates Inc 4.891 -2,20 440 -6,79
2026-05-13 13F Brinker Capital Investments, LLC 10.181 -70,92 915 -72,33
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 506.881 -1,56 45.547 -6,27
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 128.978 -2,74 12.173 101.333,33
2026-04-21 13F Red Tortoise LLC 7.232 -1,13 650 -5,94
2026-04-15 13F Merit Financial Group, LLC 73.142 -0,47 6.573 -5,23
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-04-30 13F Money Concepts Capital Corp 15.197 -2,78 1.366 -7,46
2026-04-24 13F Private Advisor Group, LLC 16.076 -0,97 1.445 -5,74
2026-05-14 13F Ieq Capital, Llc 0 -100,00 0
2026-01-30 13F Archer Investment Corp 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 6.040 -11,02 543 -15,31
2026-04-27 13F Tsfg, Llc 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 4.129 -76,83 371 -78,10
2026-04-22 13F Jim Saulnier & Associates, Llc 35.015 -1,90 3.146 -6,59
2026-05-05 13F UBS Group AG 97.944 -2,16 8.801 -6,85
2026-05-12 13F/A Signature Securities Group Corporation 3.706 -11,02 333 -15,27
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-16 13F Aurora Private Wealth, Inc. 2.707 -50,55 0
2026-05-15 13F Harbour Investments, Inc. 0 -100,00 0
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